Why should you invest in this smallcase?
A simple, low-cost strategy is to allocate 60% of the portfolio to equities and 40% to bonds.
The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run.
The bond allocation helps with managing market volatility and providing stability to the portfolio.
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Past Performance vs
Equity Large Cap
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Value of ₹ 100 invested once on
inception of this smallcase
would beStatic Allocation
₹ 176.59
Equity Large Cap
₹ 215.84
Launch
Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns
